| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 445 | 154,194 | VTI, VOOG, DFAC, DUHP | 13F-HR | 7/20/2026 | 000210986026000005 |
| Q1 2026 | 433 | 142,999 | VTI, DFAC, VOOG, DUHP | 13F-HR | 5/12/2026 | 000210986026000002 |
| Q4 2025 | 420 | 134,625 | VTI, DFAC, VOOG, DUHP | 13F-HR | 2/5/2026 | 000210986026000001 |